1. How can I make an automated email send attach an email record to the case that I originated it from?
2. How can I use case variables or Box links to personalize the email sent as part of this automation?
Hi @david_hamburg,
In regards to point one emails sent should show up under the activity history, if you are having an issue with this I would reach out to support. You can use tags in email templates to make them dynamic, the following link will help(https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/EmailTemplates.htm).
Reply
View our Community Site Map
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.